What does ChappelWood Financial Services do?

Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan is developed to create a life clients and their families have only dreamed of. Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires. Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider. We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to live their ideal lives. In every service we provide, it's all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, we're here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.